Affinity Investment Advisors’s Ameriprise Financial AMP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.01M | Sell |
2,279
-678
| -23% | -$327K | 0.63% | 58 |
|
|
2025
Q4 | $1.45M | Sell |
2,957
-64
| -2% | -$30.4K | 0.96% | 36 |
|
|
2025
Q3 | $1.48M | Sell |
3,021
-120
| -4% | -$61.5K | 1% | 34 |
|
|
2025
Q2 | $1.68M | Sell |
3,141
-312
| -9% | -$154K | 1.27% | 23 |
|
|
2025
Q1 | $1.67M | Sell |
3,453
-219
| -6% | -$115K | 1.36% | 15 |
|
|
2024
Q4 | $1.96M | Sell |
3,672
-1,042
| -22% | -$556K | 1.63% | 14 |
|
|
2024
Q3 | $2.21M | Sell |
4,714
-64
| -1% | -$27.8K | 1.52% | 16 |
|
|
2024
Q2 | $2.04M | Sell |
4,778
-119
| -2% | -$50.8K | 1.53% | 16 |
|
|
2024
Q1 | $2.15M | Buy |
4,897
+231
| +5% | +$92.5K | 1.57% | 17 |
|
|
2023
Q4 | $1.77M | Sell |
4,666
-1,214
| -21% | -$416K | 1.21% | 20 |
|
|
2023
Q3 | $1.94M | Sell |
5,880
-412
| -7% | -$141K | 1.25% | 16 |
|
|
2023
Q2 | $2.09M | Buy |
6,292
+1,418
| +29% | +$436K | 1.21% | 15 |
|
|
2023
Q1 | $1.49M | Buy |
4,874
+4,104
| +533% | +$1.34M | 0.8% | 33 |
|
|
2022
Q4 | $240K | Sell |
770
-80
| -9% | -$24.4K | 0.11% | 177 |
|
|
2022
Q3 | $214K | Sell |
850
-50
| -6% | -$13.2K | 0.11% | 180 |
|
|
2022
Q2 | $214K | Buy |
900
+5
| +0.6% | +$1.34K | 0.1% | 183 |
|
|
2022
Q1 | $269K | Buy |
895
+11
| +1% | +$3.33K | 0.11% | 178 |
|
|
2021
Q4 | $267K | Hold |
884
| – | – | 0.11% | 171 |
|
|
2021
Q3 | $233K | Sell |
884
-200
| -18% | -$52.3K | 0.1% | 165 |
|
|
2021
Q2 | $270K | Hold |
1,084
| – | – | 0.12% | 148 |
|
|
2021
Q1 | $252K | Sell |
1,084
-15
| -1% | -$3.24K | 0.09% | 142 |
|
|
2020
Q4 | $214K | Sell |
1,099
-1,371
| -56% | -$245K | 0.09% | 148 |
|
|
2020
Q3 | $381K | Buy |
2,470
+465
| +23% | +$71.6K | 0.17% | 118 |
|
|
2020
Q2 | $301K | Buy |
+2,005
| New | +$257K | 0.14% | 122 |
|
|
2020
Q1 | – | Sell |
-1,898
| Closed | -$316K | – | 137 |
|
|
2019
Q4 | $316K | Buy |
+1,898
| New | +$294K | 0.11% | 123 |
|
|
2018
Q3 | – | Sell |
-14,767
| Closed | -$2.07M | – | 146 |
|
|
2018
Q2 | $2.07M | Buy |
14,767
+87
| +0.6% | +$12.3K | 0.29% | 79 |
|
|
2018
Q1 | $2.17M | Buy |
+14,680
| New | +$2.39M | 0.25% | 75 |
|
|
2015
Q4 | – | Sell |
-32,480
| Closed | -$3.54M | – | 143 |
|
|
2015
Q3 | $3.54M | Sell |
32,480
-11,800
| -27% | -$1.39M | 0.32% | 75 |
|
|
2015
Q2 | $5.53M | Sell |
44,280
-1,750
| -4% | -$223K | 0.44% | 72 |
|
|
2015
Q1 | $6.02M | Buy |
+46,030
| New | +$6.06M | 0.43% | 79 |
|
Other funds holding AMP
VCM
VPM
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Affinity Investment Advisors's AMP Position: Q1 2026 in Review
Affinity Investment Advisors reduced its Ameriprise Financial (AMP) stake by 23% in Q1 2026, selling an estimated $327K and leaving 2,279 shares worth $1.01M. The position accounts for 0.63% of the portfolio, ranked #58.
Affinity Investment Advisors first reported a position in AMP in Q1 2015 and has held it in 30 quarters since. The position peaked at $6.02M in Q1 2015. 1,383 funds tracked by Wall St. Rank hold AMP as of Q1 2026.
- Affinity Investment Advisors held 2,279 shares of Ameriprise Financial worth $1.01M as of Q1 2026.
- Affinity Investment Advisors sold 678 Ameriprise Financial shares in Q1 2026, an estimated $327K.
- Ameriprise Financial made up 0.63% of Affinity Investment Advisors's portfolio in Q1 2026, its #58 holding.
- Affinity Investment Advisors first reported a position in Ameriprise Financial in Q1 2015 and has held it in 30 quarters since.
- Affinity Investment Advisors's Ameriprise Financial position peaked at $6.02M in Q1 2015.
- 1,383 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2026.
Based on Affinity Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.